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Easy Scaling Podcast
Courtney Tarrant
103 episodes
4 months ago
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...
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Entrepreneurship
Business
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All content for Easy Scaling Podcast is the property of Courtney Tarrant and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...
Show more...
Entrepreneurship
Business
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Team Meeting | Using market research to nail your offer
Easy Scaling Podcast
27 minutes
1 year ago
Team Meeting | Using market research to nail your offer
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode97 In this episode, Rachel (Head of Marketing and Sales) and Andrea (Head of Agency Operations) take over the podcast while Jordan is out on maternity leave. They’re diving into the crucial topic of offer validation and market research—why it’s the key to creating a successful offer that truly connects with your audience. From avoiding the disappointment of a flop to gather...
Easy Scaling Podcast
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...